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2024-04-18 12:50:02 ET More on Meta Platforms Meta Platforms: Excellent Fundamentals But Questionable 2024 Chart (Rating Downgrade) AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Meta: Still A Multi-Year Winner After This Rally Meta should pr...
2024-04-18 10:52:25 ET Summary AI and vendor consolidation are key drivers for outperforming software companies in the technology industry, and that will continue to be the case in Q1 2024. Software companies are projected to grow their revenues and earnings by 13.5% and 15% YoY r...
2024-04-18 09:48:51 ET Oracle Corporation ( NYSE: ORCL ) received a Perform rating as Oppenheimer initiated coverage on the enterprise software and cloud company.... Read the full article on Seeking Alpha For further details see: Oracle receives Perform rating as Opp...
2024-04-18 09:19:23 ET More on Microsoft and Alphabet Microsoft's Overvaluation Stands Out Even Among Its Mega Cap Peers Excel Error? Questioning The Formula Behind Microsoft's Sky-High Valuation AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache ...
2024-04-18 09:15:00 ET Summary The Ensemble Fund seeks to achieve long-term capital appreciation. The Fund invests in a focused portfolio of approximately 15 to 30 securities that meet our demanding criteria. After outperforming the market handily in the previous quarter, the fund...
2024-04-18 08:51:07 ET "We expect most AI features to be unveiled with the iPhone in September, as opposed to at WWDC, consistent with other key software features like Dynamic Island, Siri, and Facetime, all of which were introduced at the time of phone launch," said Bernstein's Toni Saccon...
2024-04-18 08:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Although technology an...
2024-04-18 08:00:00 ET Summary The Magnificent Seven: Apple, Microsoft, Amazon, Nvidia, Meta, Alphabet, and Tesla fueled the stock market rally in 2023. Only six of these names carry momentum in 2024. Apple’s stock price declined in the first three months of 2024, and Tesla...
2024-04-18 07:15:00 ET Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) recently notched a new all-time high. While this may cause some to be hesitant about purchasing the stock, I think it's a great sign that investors are finally starting to realize Alphabet's potential. If you're ...
2024-04-18 05:30:00 ET Bill Ackman doesn't make small bets across dozens of stocks but instead focuses on a small number of players that have what it takes to soar over time. As of the end of 2023, his $10 billion portfolio at Pershing Square Capital Management included just seven positions...
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2024-07-17 04:46:00 ET The U.S. economy has a centurylong history of producing the world's most valuable companies: Microsoft , Nvidia , Amazon , Meta Platforms , and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) have since joined Apple in the trillion-dollar club....
2024-07-16 06:00:00 ET In this video, I will talk about Google parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) , the potential acquisition of cybersecurity start-up Wiz for $23 billion, and everything investors need to know. *Stock prices used were from the trading day of J...
2024-07-16 05:00:00 ET The "Magnificent Seven" is a term that describes seven of the world's largest tech companies, many of which have been among the best-performing stocks over the past few years. The companies are Apple , Microsoft (NASDAQ: MSFT) , Amazon (NASDAQ: AMZN)...